Urban Network: One Portfolio, Zero Sync Errors
Urban Network achieved portfolio standardization and eliminated PSA integration errors, enabling its mature team to deliver proposals faster while maintaining consistent messaging across the business.
Urban Network on video
Urban Network, By the Numbers
Portfolio Sprawl and PSA Sync Gaps
Urban Network needed to solve critical problems around portfolio control, PSA integration accuracy, and friction in its sales process. As a mature MSP, it needed tools that matched its level of sophistication.
Portfolio Sprawl
Inconsistent product naming across the team made the catalog hard to manage.
PSA Integration Errors
Sync issues caused gaps between sales, provisioning, and billing.
Fragmented Buying Process
A disjointed, multi-step buying process created friction for clients.
Sync Confidence
Lack of confidence in product synchronization accuracy across systems.
A Platform That Matched Their Maturity
After running a proof of concept, Salesbuildr demonstrated the maturity and capability Urban Network required, the template system with widgets let the team build a library of 12–15 proposal templates covering 90% of the business.
Standardized Portfolio
Defined templates for each service eliminated inconsistent naming across the team.
Native Autotask Integration
Solved synchronization problems between sales, provisioning, and billing instantly.
Scope of Works Library
Reusable widgets for project documentation keep scopes consistent and fast to produce.
Frictionless Signing
A streamlined signing process removed barriers once a client is ready to buy.
“The maturity of Salesbuildr… the engagement and the knowledge of the guys that we met within it and the delivery of that tool was aligned with the way that we work.”Perry Ashby, CEO · Urban Network
Consistent Messaging, Faster Proposals
The impact was immediate across multiple areas of the business, from consistent messaging to eliminating billing gaps.
Consistent Messaging
A standardized portfolio ensures every team member presents the same message, maintaining Urban Network's professional tone of voice.
Eliminated Integration Errors
Native PSA integration solved synchronization problems instantly, no more gaps between what sales sold, what was provisioned, and what was billed.
Faster Proposals
Inquiry-to-proposal delivery is now much faster, with 12–15 templates covering 90% of the business.
Reduced Project Creep
Signed scope of works with reusable widget blocks provide clarity and minimize project creep.
“Salesbuildr has removed an awful lot of friction from the buying process. Once a client is ready to sign, it’s simply a click and we move forward.”
“My job as CEO is to ensure that everyone in the team has the tools and the skills to do their job with as little stress as possible.” Perry Ashby, CEO
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